---
title: "Parameters (Purchases-Sales)"
canonical: "https://wiki.soft1.eu/space/SS5EN/12060601/Parameters%20(Purchases-Sales)"
format: markdown
---
## Introduction

The Sales module is a key module that requires the Inventory and Customer modules, which are combined in order to carry out the the Commercial operation of Sales & Orders acceptance. This is a fundamental module used for quotations, orders entry, shipments, transits, sales, returns, credit, cancellation documents, etc.   

 

The Purchases module is analogous to the one of Sales & Orders acceptance. It requires the Inventory and Suppliers modules which are combined to conduct the Commercial operation of the Purchases & Orders acceptance functions. It is used for suppliers' quotations, ordering, reception, transits, purchases, returns, credit, cancellation documents, etc. 

 

The Purchases and Sales operations as well as the configuration actions are almost identical. That is: 

- Sales operation: sales are executed using sales documents which, according to the general structure of documents, indicate in their header the Trading party (customer) and in their lines describe the inventory items (and/or services and/or fixed items).
- Purchases operation: purchases are executed using purchase documents which, according to the general structure of documents, indicate in their header the Trading party (supplier) and in their lines describe the inventory items (and/or services and fixed items).

The diagrams below show how a purchase / sale document updates transactions in the financial data of entities Suppliers / Customers and Inventory: 

 

![image](media://20752004-1dce-46f8-b6bb-155ce9e851f2)

 

![image](media://9ea577f6-28d6-4a4b-98a2-93f1a43c34d5)

![image](media://6c1bcd66-ac29-48b3-bb3a-af8913c20b9f)

 

## Purchase parameters

In order to configure Purchases, follow the path Parameters-Purchases -Parameters.

![image](media://4842d907-f1b5-4aef-9533-6006f47241b4)

 

In the main Purchases parameters set the following: 

- Search code: this parameter defines the value to be stored in the "Search code" field (field name: SCODE), when there is concurrent use of "Search code" field. The search code returns only the main code value (that is only the main code is stored). When search mode tracing is required, i.e. in case of a printout of the field in a form, the search field records the relevant information.
- Code length: parameter that defines the number of digits to be occupied by field "Document" (document code) for the purchase documents.

**Info**: If Lines parameters are set to the automatic code composition, then the document code results automatically from the composition "Line Abbreviation" and "Document number." The intermediate part is filled in with as many zeros as necessary to complete the code length defined here. For instance, if you set [Code length=10], then a document with Line abbreviation [TDA] and numbered [1] shall receive as a document code the description ΤDΑ0000001. 

- Values in U.O.M.: define whether the prices to be entered in the purchase documents shall refer to the main U.O.M. of the item, or the the invoicing unit of measurement (purchases).

 

On page <General>, "Discounts" area, set: 

- Apply discounts:  parameter that specifies the mode of application of percentile line discounts on the documents. Accepts the values:
  - Cumulative: means that percentages summed for calculating the discount. Example: price: 100 €, Disc. %1: 10%, Disc. %2: 10% [discount 10% + discount 10% = 20% discount] = 80 €.
  - Successively: this indication means that in order to calculate the discount percentages are applied consecutively. Example: price: 100 €, Disc. %1: 10%, Disc. %2: 10% [discount 10% + discount 10% = 19% discount] = 81 €.
- Modify total discount: Parameter intended to prevent "manual" operation in the Total Discount of Purchases documents fields (future use).
- Subtract SCT before discount: define whether S.C.T. is to be subtracted before applying discounts.

 

In "Discount credit notes" area you can specify the parameters relating to the Discount credit notes calculation job (more information at <Discount credit notes>). 

- Discount credit notes basis: set the value category to be used for the calculation of the discount credit notes.
- Counter-balancing: if this parameter is set to [Yes], the results of the calculation of credit notes includes reconciliation of the credit and debit documents.
- Independent of supplier agreement: If this parameter is set to [Yes], then, regardless of the credit agreement set for the supplier, during credits calculation, the application will check whether the trading party is included in another agreement / credit rule, and the calculation of credit will relate to all agreements.

 

On page <Search code> you can define the sorting order of the parameters used for searching documents in purchase documents. 

![image](media://1ce277d4-bcd6-446e-8017-2b575ddf2ac0)

The available methods are: per main code, barcode, factory code, supplier code, alternative code, serial number, or alternative supplier code. 

Using parameter "Field after searching" you can specify the behavior of the application after searching documents, that is in which field (location) the cursor will be moved upon finding the requested entry.   

 

## Sales parameters

In order to configure Sales, follow the path Parameters -Sales -Parameters.

![image](media://a6d2b151-0ed4-46a8-a008-8d33427ab10c)

 

In the main Sales parameters set the following: 

- Search code: this parameter defines the value to be stored in the "Search code" field (field name: SCODE), when there is concurrent use of "Search code" field. The search code returns only the main code value (that is only the main code is stored). When search mode tracing is required, i.e. in case of a printout of the field in a form, the search field records the relevant information.
- Code length: parameter that defines the number of digits to be occupied by field "Document" (document code) for the sales documents.

**Info**: If Lines parameters are set to the automatic code composition, then the document code results automatically from the composition "Line Abbreviation" and "Document number." The intermediate part is filled in with as many zeros as necessary to complete the code length defined here. For instance, if you set [Code length=10], then a document with Line abbreviation [TDA] and numbered [1] shall receive as a document code the description ΤDΑ0000001. 

 

- Values in U.O.M.: define whether the prices to be entered in the sales documents shall refer to the main U.O.M. of the item, or the the invoicing unit of measurement (sales).
- Fixed application of zone values: The zone values relate to different wholesale or retail prices that are completed in items (items - alternative wholesale/retail prices) regardless of the nominal wholesale/retail prices. Zone values can be set either per customer pricing category, or per Branch of your company. This parameter determines what happens if you use the alternative prices options, but the alternative prices are not completed in all items.
  - If you select [Yes], then during invoicing this shall indicate strictly the alternative prices that were completed in the items. Thus, if no alternative price is completed in an item, then the sales document shall not propose a price.
  - If you select [No], at the time of invoicing the items that have no alternative price the "normal" wholesale or retail price will be proposed.

 

On page <General>, "Discounts" area, set: 

- Apply discounts:  parameter that specifies the mode of application of percentile line discounts on the documents. Accepts the values:
  - Cumulative: means that percentages summed for calculating the discount. Example: price: 100 €, Disc. %1: 10%, Disc. %2: 10% [discount 10% + discount 10% = 20% discount] = 80 €.
  - Successively: this indication means that in order to calculate the discount percentages are applied consecutively. Example: price: 100 €, Disc. %1: 10%, Disc. %2: 10% [discount 10% + discount 10% = 19% discount] = 81 €.
- Modify total discount: Parameter intended to prevent "manual" operation in the Total Discount of Sales documents fields (future use).
- Subtract SCT before discount: define whether S.C.T. is to be subtracted before applying discounts.
- Modify price from ex.rate: In this parameter you specify whether the price of the item will modify when the rate changes on the document. The parameter accepts values:
  - None: no change in price.
  - Automatic: when changing rate automatically changes the price.
  - With question: when changing rate a message appears [Yes\No] regarding price change.

 

In the "Sales agreement" area, enter the sales agreement to be applied globally on all sales documents that support pricing policies. 

 

In "Discount credit notes" area you can specify the parameters relating to the Discount credit notes calculation job (more information at <Discount credit notes>). 

- Credit note issue method: define whether the issuing process of credit notes due to turnover shall be completed with the issuance of sales documents or with a batch of special transactions documents (for customer credit) and inventory documents (to reduce the sale value of items).
- Discount credit notes basis: set the value category to be used for the calculation of the discount credit notes.

 

Then in the "Credit" and "Debit" areas, respectively, specify: 

- Sales series: parameter that depends on the setting of the "Credit note issue method" parameter. If you set [Issue method= sales document], you will need to select the Series of the sale document (credit / debit) to be issued by the credit notes issuing processes.
- Special transactions series: parameter that depends on the setting of the "Credit note issue method" parameter. If you set [Issue method= Documents, Special and Material], you will need to select the Series of the special transactions document (credit / debit) to be issued by the credit notes issuing processes.
- Inventory series: parameter that depends on the setting of the "Credit note issue method" parameter. If you set [Issue method= Documents, Special and Material], you will need to select the Series of the inventory document (credit / debit) to be issued by the credit notes issuing processes in order to achieve the appropriate reduction / increase in the sales value of the items involved in the calculation process.
- Credit / Debit Series for branches: in this parameter you specify the document Series per branch of your company.
- Special transactions debits/credits: if you set [Credit note issue method= Documents, Special and Material], then you must set the debits/credits that shall participate in the special transactions documents to be created.  If you select this parameter, you have the ability to define a different debit/credit per VAT category or/and accounting category of the items.
- Counter-balancing: if this parameter is set to [Yes], the results of the calculation of credit notes includes reconciliation of the credit and debit documents.
- Independent of customer agreement: If this parameter is set to [Yes], then, regardless of the credit agreement set for the customer, during credits calculation, the application will check whether the trading party is included in another agreement / credit rule, and the calculation of credit will relate to all agreements.

 

In "Retail sales parameters" area you can define the behavior of the application with regard to retail sales documents. 

- Default customer code: set the customer to be automatically proposed for the retail sales documents.

**Info**: A default retail customer can also be register per company branch. 

- Negative payable prohibition: if you select [Yes] a check is executed and retail entries with negative value in the amount payable are prohibited.

 

On page <Search code> you can define the sorting order of the parameters used for searching documents in sales documents. 

The available methods are: per main code, barcode, factory code, supplier code, alternative code, serial number, or alternative supplier code. 

Using parameter "Field after searching" you can specify the behavior of the application after searching documents, that is in which field (location) the cursor will be moved upon finding the requested entry.   

 

## Series Numbering (Purchases - Sales)

Table showing all active Series, including the number used. 

 

## Standard comments (Purchases - Sales)

Table in which you define the standard comments used in the Purchases/Sales documents.  

**Info:** the document comment is a field allowing selection of a comment from the table, or typing a comment of your own 

 

![image](media://8370da2f-b41c-487a-9a55-4859e5e46539)